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Black Diamond Capital Management I, LLLP

Location
ST. THOMAS, VI
Portfolio Value
Small $132,908,365
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,761 / 8,232 ▲ 43
Top Industry
Telecom Services 47.1%
3Y Alpha vs SPY
+22.9%
Period ended 2 months ago
Filed May 15, 2026 · 30d
3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+22.9%
SPY
+11.0%
Annualised alpha
+22.9%
Max drawdown
−11.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
29.8%
−2.7 pts
Top 5
94.9%
+11.2 pts
Top 10
100.0%
+0.0 pts
HHI
2,190
Sep 2025 → Mar 2026 · range 1,492 – 2,190
Moderately concentrated+335

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Communication Services 47.1% $62,661,148
Financial Services 29.8% $39,632,985
Consumer Cyclical 23.0% $30,608,898
Healthcare 0.0% $5,334

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
7 positions · $132,908,365 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History